BSW

Buckingham Strategic Wealth Portfolio holdings

AUM $9.66B
1-Year Est. Return 15.74%
This Quarter Est. Return
1 Year Est. Return
+15.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.9B
AUM Growth
-$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$14.2M
3
+$11.1M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$10.7M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$7.03M

Top Sells

1
+$10.2M
2
+$4.65M
3
+$3.48M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$3.24M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$2.43M

Sector Composition

1 Technology 3.65%
2 Financials 2.57%
3 Consumer Discretionary 2.24%
4 Industrials 2.18%
5 Healthcare 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$225K ﹤0.01%
+5,092
527
$223K ﹤0.01%
4,459
+454
528
$222K ﹤0.01%
4,564
+16
529
$222K ﹤0.01%
4,339
-597
530
$220K ﹤0.01%
+821
531
$220K ﹤0.01%
2,775
532
$216K ﹤0.01%
1,429
+24
533
$216K ﹤0.01%
1,255
-96
534
$215K ﹤0.01%
2,705
+260
535
$215K ﹤0.01%
4,270
+40
536
$215K ﹤0.01%
+3,880
537
$215K ﹤0.01%
12,502
+5,129
538
$213K ﹤0.01%
5,123
539
$212K ﹤0.01%
3,717
+31
540
$212K ﹤0.01%
3,170
+35
541
$211K ﹤0.01%
9,333
-712
542
$210K ﹤0.01%
6,425
+549
543
$210K ﹤0.01%
19,965
+176
544
$210K ﹤0.01%
+7,598
545
$210K ﹤0.01%
3,191
+6
546
$209K ﹤0.01%
1,864
+91
547
$209K ﹤0.01%
+2,423
548
$207K ﹤0.01%
23,361
549
$206K ﹤0.01%
4,081
550
$205K ﹤0.01%
5,757
+104
20 21
22
23 24